Donaldson
299 hedge funds and large institutions have $4.19B invested in Donaldson in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 28 closing their positions.
3% less funds holding
Funds holding: 309 → 299 (-10)
6.25% less ownership
Funds ownership: 78.6% → 72.35% (-6.3%)
11% less capital invested
Capital invested by funds: $4.73B → $4.19B (-$539M)
18% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 120
21% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 28
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
48% less call options, than puts
Call options by funds: $559K | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBCM
Raub Brock Capital Management
Larkspur,
California
|
+$11.3M |
| 2 |
Renaissance Technologies
New York
|
+$9.13M |
| 3 |
Millennium Management
New York
|
+$7.99M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
+$7.64M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$131M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$120M |
| 3 |
FAM
Fred Alger Management
New York
|
-$19.5M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$19.4M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$15.3M |
DCI Hedge Fund Activity: Q3 2014 in Review
299 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2014, worth a combined $4.19B — down 11% from $4.73B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of DCI and 22 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 98 added.
The largest buyer was Raub Brock Capital Management, opening a new position worth an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $131M.
- 299 institutional investors held Donaldson (DCI) as of Q3 2014, down from 309 in Q2 2014.
- Funds reported $4.19B of Donaldson stock for Q3 2014, down 11% quarter-over-quarter.
- 22 funds opened new Donaldson positions in Q3 2014 and 28 closed out, a net change of -6 holders.
- The largest Donaldson buyer in Q3 2014 was Raub Brock Capital Management, an estimated $11.3M added.
- The largest Donaldson seller in Q3 2014 was Wells Fargo, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2014.